Acumatica Integration - Client Instructions for Setting Up Inova User

The article explains how to create OAuth 2.0 credentials and a user account in Acumatica for Inova Payroll integration. It details steps for setting up authorization, generating client ID and secret, creating a user with admin role, and securely sharing credentials with the Integrations Team for configuration.

Create OAuth 2.0 Credentials

OAuth2.0 is an authorization framework that allows third-party applications to access a user's resources hosted on another platform without exposing the user's credentials. It is widely adopted as the industry standard for secure authorization across web, mobile, and IoT applications. 

1. Log in to your Acumatica instance.
2. Go to More Items > Integration > Connected Applications
3. In the Client Name field, enter Inova Payroll and select Authorization Code for the Flow. Set the Mode to Sliding Expiration and check the box for Infinite.

4. Set the Redirect URIS to https://www.integromat.com/oauth/cb/oauth2

5. In the Secrets tab, select Add Shared Secret. Enter Inova Payroll for the description and set the expiration to 01/01/2100 12:00:00 AM.  Copy the secret as soon as it is displayed -- it will only be shown once!

   

6. Click OK, then Save. Copy the Client ID. 
7. Send the Client ID and Secret to [e-mail] through a secure method. The integrations team can provide a secure link, if needed. 

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Create Inova User Account

1. Create a new user in Acumatica with the following properties
   • Username = inovapayroll
   • Password = Uncheck the Generate Password box, and enter a secure password that is at least 12 characters long. (include uppercase, lowercase, number, and symbol)
   • Email = [e-mail]
   • Ensure the Password Never Expires box is checked
2. Add the Administrator Role to the inovapayroll user

3. Check your Acumatica URL and take note of the Company ID/Name shown in the position below: 

   

4. Using a secure method, send this new Username, Password, and Company ID/Name from step #3 to the Integrations Team via their email, [e-mail].

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Upon receipt of the OAuth credentials, as well as the Client ID and Secret, the Integrations Team will begin configuration of your integration.

Please note that the login credentials that you provide are stored on the Inova network in a KeePass database and are encrypted, with no way to view/access them after they are loaded within the integration platform.